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2012 NATIONAL TAX PREPARER RECRUITING WEEK Toolkit

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National Tax Preparer Recruiting Handbook - Jackson Hewitt

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Page 1: 02-004690-12 Natl Tax Preparer Recruiting Kit 2012 v7

2012NATIONAL

TAX PREPARER RECRUITING

WEEKToolkit

Page 2: 02-004690-12 Natl Tax Preparer Recruiting Kit 2012 v7

2012 National Tax Preparer Recruiting Week Toolkit | Page 2

2012 National Tax Preparer Recruiting Week Toolkit

Welcome to the 2012 Jackson Hewitt® National Tax Preparer Recruiting Week ToolkitIn our business, it’s impossible to overstress the importance of hiring (and retaining) quality tax preparers. After all, our tax preparers are our direct link with each and every client that comes into our offices. We need to ensure that our clients’ experience is pro-fessional, thorough and courteous from start to finish.

With tax preparer requirements becoming more regulated by the IRS and competition for acquiring good tax preparers fierce, NHQ has developed a nationally-promoted event that will put a spotlight on recruitment goals for the season. At a time when unemploy-ment is at record levels and the economy is still suffering, National Tax Preparer Recruit-ing Week will be showcasing that Jackson Hewitt offices are looking to fill more than 20,000 jobs across the country.

A Week-Long Event That Will Help You Staff Up for January!National Tax Preparer Recruiting Week has been designed to work in conjunction with your Tax School campaign to ramp up awareness about our open positions and encour-age interested applicants to visit your office. Scheduled to begin on August 13, 2012, and promoted by NHQ at the national and regional levels, this week-long event can be extended locally as long as you have open positions to fill.

A Full Assortment of Marketing Collateral!From posters and banners that invite potential employees inside, to 3-up handouts and voicemail messages that alert callers about our job openings, we’re working hard to make this event a success! We’ve provided you with the tools—now customize them to make them work for you. If you need additional materials, contact Creative Services.

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2012 National Tax Preparer Recruiting Week Toolkit

Table of Contents

2012 Jackson Hewitt® National Tax Preparer Recruiting Week promotional materials:

Looking for a marketing piece not included in the list above or need a customized piece? Complete and submit the online Advertising Request Form, located in the “Market Your Business” section of JHnet and we’ll create a custom piece just for you.

Poster/A-Frame ...............................................................4

Banner ...........................................................................5

Yard Sign .......................................................................6

Flyers .............................................................................7

Print Ads ......................................................................11

Online Ads ...................................................................12

Door Hanger ................................................................13

3-up Handouts ..............................................................14

TaxTalk Newsletter .........................................................16

Office Locator Message .................................................17

Email Blast ...................................................................18

Voicemail Message .......................................................19

On Hold Script .............................................................20

Radio Script .................................................................21

Press Release ................................................................22

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TOC

251⁄8" x 39" (not actual size) PROVIDED TO YOU FREE!

Poster/A-Frame

Jackson Hewitt is an equal opportunity employer M/F/D/V. Most offi ces are independently owned and operated.

More Than 20,000 Tax Preparers Nationwide

We’re Hiring

It’s National Tax Preparer Recruiting Week!

www.JacksonHewitt.com

800-234-1040

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TOC

9' x 3' (not actual size) Available on JHnet

Banner

It’s National Tax Preparer Recruiting Week!

Jackson Hewitt is an equal opportunity employer M/F/D/V. Most offi ces are independently owned and operated.

More Than 20,000 Tax Preparers NationwideWe’re Hiring

www.JacksonHewitt.com000-000-0000

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2012 National Tax Preparer Recruiting Week Toolkit | Page 6

TOC

24" x 18" (not actual size) Available on JHnet

Yard Sign

Jackson Hewitt is an equal opportunity employer M/F/D/V. Most offi ces are independently owned and operated.

More Than 20,000 Tax Preparers Nationwide

Jackson Hewitt® is Hiring

It’s National Tax Preparer Recruiting Week!

www.JacksonHewitt.com

000-000-0000

Page 7: 02-004690-12 Natl Tax Preparer Recruiting Kit 2012 v7

2012 National Tax Preparer Recruiting Week Toolkit | Page 7

81⁄2" x 11" (not actual size) Available on JHnet

TOCFlyers

And check us out on Facebook and Twitter.There’s always something going on!

www.JacksonHewitt.comJackson Hewitt is an equal opportunity employer M/F/D/V. Most offi ces are independently owned and operated.

Looking for a New Opportunity?

We Want You! It’s National Tax Preparer Recruiting Week at your locally owned Jackson Hewitt offi ce!

Stop in, call or click NOW and discover all the opportunities waiting for you right in your own neighborhood!

We Want You! It’s National Tax Preparer Recruiting Week

at your locally owned Jackson Hewitt® offi ce!

No experience? No problem! Stop in, call or click NOW and discover all the opportunities waiting for you

right in your own neighborhood!

Call 000-000-0000 or visit us at:123 Street Name, City, ST 00000

More >

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2012 National Tax Preparer Recruiting Week Toolkit | Page 8

81⁄2" x 11" (not actual size) Available on JHnet

TOCFlyers

And check us out on Facebook and Twitter.There’s always something going on!

www.JacksonHewitt.comJackson Hewitt is an equal opportunity employer M/F/D/V. Most offi ces are independently owned and operated.

Jackson Hewitt® isHiring More Than 20,000 Tax Preparers!

It’s National Tax Preparer Recruiting Week at your locally owned Jackson Hewitt offi ce!

No experience? No problem! Stop in, call or click NOW and discover all the opportunities waiting for you

right in your own neighborhood!

Call 000-000-0000 or visit us at:123 Street Name, City, ST 00000

More >< Back

Page 9: 02-004690-12 Natl Tax Preparer Recruiting Kit 2012 v7

2012 National Tax Preparer Recruiting Week Toolkit | Page 9

81⁄2" x 11" (not actual size) Available on JHnet

TOCFlyers

And check us out on Facebook and Twitter.There’s always something going on!

www.JacksonHewitt.comJackson Hewitt is an equal opportunity employer M/F/D/V. Most offi ces are independently owned and operated.

Jackson Hewitt® is Hiring!No Experience?No Problem!

It’s National Tax Preparer Recruiting Week at your locally owned Jackson Hewitt offi ce!

No experience? No problem! Stop in, call or click NOW and discover all the opportunities waiting for you

right in your own neighborhood!

Call 000-000-0000 or visit us at:123 Street Name, City, ST 00000

More >< Back

Page 10: 02-004690-12 Natl Tax Preparer Recruiting Kit 2012 v7

2012 National Tax Preparer Recruiting Week Toolkit | Page 10

81⁄2" x 11" (not actual size) Available on JHnet

TOCFlyers

And check us out on Facebook and Twitter.There’s always something going on!

www.JacksonHewitt.comJackson Hewitt is an equal opportunity employer M/F/D/V. Most offi ces are independently owned and operated.

More Than20,000 Jobs AvailableNationwide

Don’t you want one of them?It’s National Tax Preparer Recruiting Week

at your locally owned Jackson Hewitt® offi ce!

No experience? No problem! Stop in, call or click NOW and discover all the opportunities waiting for you

right in your own neighborhood!

Don’t you want one of them?

Call 000-000-0000 or visit us at:123 Street Name, City, ST 00000

< Back

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TOC

41⁄4" x 6" Available on JHnet

Print Ads

And check us out on Facebook and Twitter. There’s always something going on!

www.JacksonHewitt.com

More Than 20,000 Tax Preparers Nationwide

Jackson Hewitt® is Hiring

And check us out on Facebook and Twitter. There’s always something going on!

Jackson Hewitt is an equal opportunity employer M/F/D/V. Most offi ces are independently owned and operated.

It’s National Tax Preparer Recruiting Week!

www.JacksonHewitt.com

Call 000-000-0000 or visit us at:123 Street Name, City, ST 00000

And check us out on Facebook and Twitter. There’s always something going on!

Jackson Hewitt is an equal opportunity employer M/F/D/V. Most offi ces are independently owned and operated.

www.JacksonHewitt.com

Jackson Hewitt® is Hiring!No Experience?No Problem!

It’s National Tax Preparer Recruiting Week at your locally owned Jackson Hewitt offi ce!

No experience? No problem! Stop in, call or click NOW and discover all the opportunities waiting for you

right in your own neighborhood!

Call 000-000-0000 or visit us at:123 Street Name, City, ST 00000

And check us out on Facebook and Twitter. There’s always something going on!

Jackson Hewitt is an equal opportunity employer M/F/D/V. Most offi ces are independently owned and operated.

www.JacksonHewitt.com

Looking for a NewOpportunity?

We Want You! It’s National Tax Preparer Recruiting Week

at your locally owned Jackson Hewitt® offi ce!

No experience? No problem! Stop in, call or click NOW and discover all the opportunities waiting for you

right in your own neighborhood!

Call 000-000-0000 or visit us at:123 Street Name, City, ST 00000

And check us out on Facebook and Twitter. There’s always something going on!

Jackson Hewitt is an equal opportunity employer M/F/D/V. Most offi ces are independently owned and operated.

www.JacksonHewitt.com

It’s National Tax Preparer Recruiting Week at your locally owned Jackson Hewitt offi ce!

No experience? No problem! Stop in, call or click NOW and discover all the opportunities waiting for you

right in your own neighborhood!

Jackson Hewitt® isHiring More Than20,000 Tax Preparers!

Call 000-000-0000 or visit us at:123 Street Name, City, ST 00000

And check us out on Facebook and Twitter. There’s always something going on!

Jackson Hewitt is an equal opportunity employer M/F/D/V. Most offi ces are independently owned and operated.

www.JacksonHewitt.com

Don’t you want one of them?It’s National Tax Preparer Recruiting Week

at your locally owned Jackson Hewitt offi ce!

No experience? No problem! Stop in, call or click NOW and discover all the opportunities waiting for you

right in your own neighborhood!

More Than

20,000 Jobs AvailableNationwide

Call 000-000-0000 or visit us at:123 Street Name, City, ST 00000

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2012 National Tax Preparer Recruiting Week Toolkit | Page 12

SAMPLE

SAMPLE

Online Ads TOC

Contact Creative Services

TAX PREPARERS WANTEDBASIC FUNCTIONIt’s National Tax Preparer Recruiting Week and Jackson Hewitt® is looking to hire more than 20,000 tax preparers for the upcoming tax season. Do you have what it takes?

As a Jackson Hewitt tax preparer you’re the face of the Company to each and every client that walks into our office. You’ll be tasked with providing outstanding customer service and quality tax preparation, while maintaining all company policies and procedures. This position regularly works with information of a sensitive, highly confidential nature, and requires a working knowledge of income taxes.

MAJOR RESPONSIBILITIES • Greets all clients in a friendly and professional manner; make customers feel welcome and comfortable. • Conducts a thorough in-person tax interview with potential clients, using the Company’s propriety tax software

application. • Provides details to clients on products and services available to them at the time of the interview. • Completes all related tax forms in accordance with policies, and in compliance with legislation and regulations. • Contacts clients for additional information, as necessary, to ensure accurate completion of tax returns. • Audits all tax return forms for accuracy and completeness (i.e., client signatures). • Researches tax related questions and issues and responds to clients in a timely manner. • Monitors on-site client volume and advises supervisor when additional tax preparers are required. • Maintains a positive attitude and meets all customer service standards and productivity levels as set by the

Office Supervisor. • Maintain office image; keep work area neat and clean. • Resolves client complaints and/or works with Supervisor (as needed) to resolve any issues or concerns. • Performs other duties as required. • Obtain a PTIN from the IRS.

JOB REQUIREMENTS

EDUCATION: Must have a High School Diploma / GED Equivalent. College Course of study in tax preparation and/or

accounting preferred.

EXPERIENCE: • Previous experience in tax preparation and filing a plus. Candidates without tax experience are welcome

to apply, but will be required to enroll in our Tax Course. • Experienced Candidates can test out of our tax course with a passing score on the Tax School Aptitude Test

(TSAT). • Must pass the Tax Preparer Readiness Test (TPRT) and all other Jackson Hewitt required courses / modules

prior to preparing taxes • Good communication and commitment to superior interpersonal and customer services skills • Demonstrated ability to work in a fast-paced business environment • Basic knowledge of computer functions required • Ability to work flexible hours

Tax preparation is an exciting field that is always in demand and Jackson Hewitt® is hiring! No experience needed. We’ll train you.

Job Board Ad (sample shown should be customized to match specific job requirements)

Facebook Ad

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TOC

31⁄2" x 81⁄2" Available on JHnet

Door Hanger

Jackson Hewitt®

is HiringMore Than 20,000Tax Preparers Nationwide

And check us out on Facebook and Twitter. There’s always something going on!

Jackson Hewitt is an equal opportunity employer M/F/D/V. Most offi ces are independently owned and operated.

www.JacksonHewitt.com

It’s National Tax Preparer Recruiting Week!

Call 000-000-0000 or visit us at:123 Street Name, City, ST 00000

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TOC

81⁄2" x 11" (not actual size) Available on JHnet

3-up Handouts

Jackson Hewitt is an equal opportunity employer M/F/D/V. Most offi ces are independently owned and operated.

Jackson Hewitt is an equal opportunity employer M/F/D/V. Most offi ces are independently owned and operated.

Jackson Hewitt is an equal opportunity employer M/F/D/V. Most offi ces are independently owned and operated. Jackson Hewitt is an equal opportunity employer M/F/D/V.

Most offi ces are independently owned and operated.

More Than 20,000 Tax Preparers NationwideJackson Hewitt® is HiringIt’s National Tax Preparer Recruiting Week!

More Than 20,000 Tax Preparers NationwideJackson Hewitt® is HiringIt’s National Tax Preparer Recruiting Week!

More Than 20,000 Tax Preparers NationwideJackson Hewitt® is HiringIt’s National Tax Preparer Recruiting Week!

000-000-0000

000-000-0000

123 Street Name, City, ST 00000

123 Street Name, City, ST 00000

000-000-0000123 Street Name, City, ST 00000

More >

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2012 National Tax Preparer Recruiting Week Toolkit | Page 15

TOC3-up Handouts

81⁄2" x 11" (not actual size) Available on JHnet

Jackson Hewitt is an equal opportunity employer M/F/D/V. Most offi ces are independently owned and operated.

More Than 20,000 Tax Preparers NationwideJackson Hewitt® is HiringIt’s National Tax Preparer Recruiting Week!

Jackson Hewitt is an equal opportunity employer M/F/D/V. Most offi ces are independently owned and operated.

More Than 20,000 Tax Preparers NationwideJackson Hewitt® is HiringIt’s National Tax Preparer Recruiting Week!

Jackson Hewitt is an equal opportunity employer M/F/D/V. Most offi ces are independently owned and operated.

More Than 20,000 Tax Preparers NationwideJackson Hewitt® is HiringIt’s National Tax Preparer Recruiting Week!

000-000-0000

000-000-0000

123 Street Name, City, ST 00000

123 Street Name, City, ST 00000

000-000-0000123 Street Name, City, ST 00000

< Back

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2012 National Tax Preparer Recruiting Week Toolkit | Page 16

TaxTalk Newsletter

Available on JHnet

TOC

SAMPLE

Schedule Your Mid-Year Tax Review Today!It’s never too early to start thinking about next year’s tax return. There are simple things that you can do now that could have a direct impact on your 2012 tax return.

Perhaps you’ve experienced life changes this year—marriage, divorce, home purchase, a new baby—or you want to discuss your paycheck withholding status. Let our tax pros work with you now to make sure you get the biggest check you deserve when you file in 2013.

Contact your local Jackson Hewitt office and meet with one of our tax pros—you’ll be glad that you did!

Preparing for Natural Disasters

TAXTIPS

August 2012Tax Information & Planning for Your Life

Jackson Hewitt® to Hire More Than 20,000 Tax Preparers for 2013!Beginning on August 13, 2012 it’s National Tax Preparer Recruting Week at an Office Near You!

The demand for well-trained, high-quality tax preparers remains high, as taxpayers across the nation turn to paid tax preparers for assistance in filing a tax return each year. To meet this demand, Jackson Hewitt® offices train and hire a tax preparer workforce comprised of both year round and seasonal employees.

Jackson Hewitt is a leader in tax preparer development, with extensive training programs that support our ongoing commitment to providing quality tax preparation

services that meet the needs and expectations of our clients.

During National Tax Preparer Recruiting Week, job seekers in your area will learn about the beneifts of employment as a Jackson Hewitt tax pro, including:

• Career building opportunities—The opportunity to join our team is more than just a job, it’s also about working in an industry that is always in demand.

• Flexible hours—The majority of our employees are seasonal workers who enjoy the flexibility

Beginning in 2012, online businesses that accept credit card payments will receive a Form 1099-K reporting the payments received from payment settlement entities (PSEs), such as PayPal. Deductible charges such as handling fees, sales tax and cash-back amounts will be included in the Gross amounts reported and

CONTINUED ON PAGE 2

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TOC

Contact Creative Services to customize your location couponJacksonHewitt.com offers you the flexibility to update your locator page with custom information and offers specific to your location(s). If you are interested in creating a special coupon offer for a program in this Toolkit, fill out anAdvertising Request Form.

Office Locator Message

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TOC

Available from Mailmark

Email Blast

Thousands of neighborhood offi ces — Visit one near you!

>> JacksonHewitt.com

Check out ourTalkTalk Blog Follow us on

11111 Indianapolis Roads 28c11111 Some City 28 MAX Cine2111-555-1212

44444 Indianapolis Roads 28c44444 Some City 28 MAX Cine2444-555-1212

77777 Indianapolis Roads 28c77777 Some City 28 MAX Cine2777-555-1212

22222 Indianapolis Roads 28c22222 Some City 28 MAX Cine2222-555-1212

55555 Indianapolis Roads 28c55555 Some City 28 MAX Cine2555-555-1212

88888 Indianapolis Roads 28c88888 Some City 28 MAX Cine2888-555-1212

33333 Indianapolis Roads 28c33333 Some City 28 MAX Cine2333-555-1212

66666 Indianapolis Roads 28c66666 Some City 28 MAX Cine2666-555-1212

Jackson Hewitt Tax Service® is hiring more than 20,000 tax preparers!

It’s National Tax Preparer Recruiting Week at your locally owned Jackson Hewitt® Offi ce.

Stop in, call or click NOW and discover all the opportunities waiting for you right in your own neighborhood!Jackson Hewitt is an equal opportunity employer M/F/D/V. Most offi ces are independently owned and operated.

And we want you to be one of them!

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TOC

Available on JHnet

Voicemail Message

 

 

National Tax Preparer Recruiting Week Voicemail Script (2012): 

 

 

Hello, you’ve reached Jackson Hewitt Tax Service. Our office is currently closed. If you have a tax 

issue or question, please leave your name and number and someone from our office will call you 

back during our regular business hours. 

 

Did you know that Jackson Hewitt Tax Service offices will have more than 20,000 jobs available 

across the country this tax season? If you’re looking for a career change or just looking to earn 

extra money, we could be just what you’re looking for! Stop in during National Tax Preparer 

Recruiting Week, August 13—17, to discover all the opportunities waiting for you right here in 

your own neighborhood! 

 

Thank you for calling and we look forward to seeing you soon! 

 

Jackson Hewitt is an equal opportunity employer M/F/D/V. Most offices are independently 

owned and operated. 

 

 

 

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TOC

 

 

National Tax Preparer Recruiting Week On Hold Script (2012): 

 

 

Thank you for calling Jackson Hewitt Tax Service.  

Please hold and a Jackson Hewitt representative will be with you shortly.  

 

Did you know that Jackson Hewitt Tax Service offices will have more than 20,000 jobs available across 

the country this tax season? If you’re looking for a career change or just looking to earn extra money, we 

could be just what you’re looking for! Stop in during National Tax Preparer Recruiting Week, August 

13—17, to find out more! 

 

Jackson Hewitt is an equal opportunity employer M/F/D/V. Most offices are independently owned and 

operated. 

 

 

 

 

Thank you for calling Jackson Hewitt Tax Service.  

Please hold and a Jackson Hewitt representative will be with you shortly. 

 

Tax season will be here before you know it, and we are hiring! No experience? No problem! Stop in 

during National Tax Preparer Recruiting Week, August 13—17, to discover all the opportunities waiting 

for you right here in your own neighborhood! 

 

Jackson Hewitt is an equal opportunity employer M/F/D/V. Most offices are independently owned and 

operated. 

 

Available on JHnet

On Hold Script

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Radio Script

National Tax Preparer Recruiting Week Radio Script (2012): 

NTPRW 30-second Script Did you know that Jackson Hewitt Tax Service offices will have more than 20,000 jobs available across the country this tax season? It's true! If you're looking for a career change or just looking to earn some extra money, we could be just what you've been looking for! Stop in during National Tax Preparer Recruiting Week, August 13 to 17 and find out if working as a Jackson Hewitt tax pro is for you! With thousands of offices across the nation, there's bound to be a Jackson Hewitt right near your neighborhood. Call xxx-xxx-xxxx to find the one nearest you. That's xxx-xxx-xxxx. Jackson Hewitt is an equal opportunity employer M/F/D/V. Most offices are independently owned and operated.

 

Available on JHnet

TOC

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SAMPLE

Press Release TOC

Available on JHnet

(Fill in the blanks and retype on your letterhead; suggested quotes provided for use or edit)

Media Contact:

[Name]

[Title]

[Phone Number]

FOR IMMEDIATE RELEASE

[CITY] AREA JACKSON HEWITT TAX SERVICE® LOCATIONS HOST “NATIONAL TAX PREPARER RECRUITING WEEK”

Local Offices to Conduct Recruiting Open Houses

During Week-Long Promotion, August 13-17

[CITY, STATE] [DATE] – [CITY] area Jackson Hewitt Tax Service®

locations will participate in

“National Tax Preparer Recruiting Week” from August 13 through August 17. The weeklong

event is aimed at attracting community residents who are interested in seeking potential

seasonal or full-time employment in Jackson Hewitt’s [NUMBER] locations in the greater [CITY] area. For the upcoming 2013 tax season, Jackson Hewitt anticipates hiring over 20,000

seasonal tax preparers throughout its system to meet client demand.

“At Jackson Hewitt, the cornerstone of our business is our tax preparers, and their connection to

the communities we serve,” stated [NAME], [TITLE] of [CITY] Jackson Hewitt. “During our

recruiting week, we will be speaking with area job seekers about employment opportunities and doing our part to support the local economy. This is an exciting time at [CITY] Jackson Hewitt

and we invite prospective tax preparers to come meet us and learn about the benefits of

becoming a tax preparer and what we have to offer.”

The demand for well-trained, high-quality tax preparers remains high, as roughly [NUMBER]

[CITY] area taxpayers turn to a paid tax preparer for assistance filing an annual tax return each

year. To meet this demand, [CITY] Jackson Hewitt offices hire, train and deploy a tax preparer workforce comprised of both year round and seasonal employees. Jackson Hewitt is a leader in

tax preparer development, with extensive training programs that support Jackson Hewitt’s

ongoing commitment to providing quality, accurate tax preparation services that meet the needs

and expectations of its clients.

During the Jackson Hewitt National Recruiting Week, [CITY] area job seekers will learn about

the benefits of employment as a Jackson Hewitt tax preparer, including:

• Career building opportunities – The opportunity to join the Jackson Hewitt team is more

than just a job, it’s also about an employment opportunity in an industry that is always in demand;

• Flexible hours – The majority of Jackson Hewitt employees are seasonal workers who

enjoy the flexibility of working part of the year and being able to commit to family or other projects over the remaining months;